Expense policy checker: AI agent prompt

Check expense claims against your policy.

Curated by AgentPlaybook Real Estate · How we make and check prompts

FinanceExpensesbeginner

The prompt

Expense policy: [paste]. Claims: [paste]. For each claim say approve/question/reject with a one-line reason, and total the approved amount.

Open in ChatGPT Open in Claude Perplexity Download as agent skill (SKILL.md)

How to use it

Copy the prompt above.
Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.

Works with: ChatGPT, Claude, Gemini

Real-world example: atomicwork.com/blog/ai-agent-use-cases

Featured in: Free AI agent prompts for small business (beginner-friendly) · AI prompts for writing SOPs, reports, policies and checklists · ChatGPT prompts for bookkeeping, accounting firms and small-business finance

Before you use it: what to check

Already built into this prompt

For each claim say approve/question/reject with a one-line reason, and total the approved amount.

Check yourself

Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.

Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.

</> Embed this prompt on your site

Paste this HTML into your blog or website. It's a plain card with no tracking scripts that links back to this prompt.

<blockquote style="border:1px solid #e4e4ee;border-left:4px solid #5b3fd9;border-radius:10px;padding:14px 16px;margin:16px 0;font-family:system-ui,sans-serif;max-width:640px"><p style="margin:0 0 6px;font-weight:700">Expense policy checker</p><p style="margin:0 0 10px;color:#5c6078;font-size:14px">Check expense claims against your policy.</p><a href="https://agentic-library.netlify.app/prompt/al-040-expense-policy-checker/?utm_source=embed&amp;utm_medium=referral&amp;utm_campaign=prompt_embed" style="color:#5b3fd9;font-weight:600">Get the free AI prompt on AgentPlaybook Real Estate →</a></blockquote>

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